The Open Source Securities Research Report points out that the launch of the third phase of the National Big Fund and the recovery of downstream demand will help domestic logic and storage fabs to strengthen their confidence in continuing to expand production, and the localization of semiconductor core equipment and components is expected to accelerate penetration. It is recommended to focus on: 1) Advanced process key equipment related companies: Beifang Huachuang, Zhongwei, etc.; 2) Other advanced process key equipment beneficiaries: Precision Measurement Electronics, Zhongke Flying Test, etc.; 3) Beneficiary companies related to semiconductor core components: Fuchuang Precision, Hanzhong Precision Machinery, etc.